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Hello,
I have two SharePoint 2013 custom lists, List A and List B.
I need to create a new item in List B and then copy content from certain fields in List A into the newly created item in List B.
Can anyone point me in the direction as to what would be the best way to do this with a workflow.
Thank you
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Hello,
Make a query list on your list A and after make a loop on your items.
For each item use action Call web service on Web URL/_vti_bin/Copy.asmx
Usually I use the web method CopyIntoitemsLocal with the sourceUrl and the DesunationUrl, automatically all metadata are copied.
I hope this can help you
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Hello Damien,
Thank you for your reply.
I think I understand what you are proposing to do in the workflow.
Is there a way that you could provide an example for me based on what you have proposed. If you can this would be fantastic.
Thank you, Damien.
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Hello Sean, no problem for an example, give me just more informations :
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Hello Damien,
Thank you for your reply. Here is some more information based on what you have asked.
1. In list A, I have a field called Status. The status column has three choices - Closed, Filled and Open. When the value in the Status column is changed to Filled is when I want the workflow to start.
2. When the workflow starts I want to copy certain fields from list A into certain fields in List B. As an example here are some of the fields that I need to have copied:
Requisition Number --> Requisition Number
Full Name --> Full Name
Department --> Department
Hiring Manager --> Hiring Manager
3. All fields that I need to copy contain metadata that is unique to the particular item in the list. None of this metadata is managed metadata, it is either information generated from information that someone has to enter or from other workflows (an example of information from other workflows would be and email address that someone would be assigned, and others ; see examples below:
Email Address - uses first name and last name to create email address - John Doe = jdoe@company.com,
Full Name - uses First Name and Last Name fields to create entry in Full Name field
AD Account - uses First Name and Last Name to create AD Account - John Doe = jdoe
* NOTE* - I have just had a request where some of this information also has to be copied over from List A into List C (List C is a Business Card order list). This can be run as a separate part of the workflow after the manager has completed filling in all of the information in List B.
Thank you for your assistance Damien. Hopefully this is clear enough to answer your questions.
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Hello,
Ok so it's very simple, we are on a list workflow, so we have the item's context.
Find below my example that makes a copy from List A to List B (same logic if you want make another copy from List B to List C).
let me know if you have any questions.
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Hello Damien,
Thank you very much for the excellent answer and example.
Your example was very concise and extremely easy to follow.
Sean
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